See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,332 | $65,365+229.4% | $92,893+131.8% | $72,985+195.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 20.80% | 42.10%-21.3pp | 109.41%-88.6pp | 81.00%-60.2pp |
| Employer contribution / active EE | $11,271 | $2,594+334.5% | $3,653+208.6% | $2,440+362.0% |
| Participant deferral / active EE | $6,972 | $3,128+122.9% | $4,236+64.6% | $3,607+93.3% |
| Admin fee / account holder | $1,979 | $4,251-53.4% | $5,794-65.8% | $5,124-61.4% |